Document Control & Information Management

Learn everything you need to become an effective Document $ Information Manager.

Course Description

The Document Control & Information Management course is designed to equip professionals with the knowledge and practical skills required to manage, control, and secure business documents and records in compliance with industry regulations and best practices.

This hands-on training program covers essential document control principles, compliance standards (ISO 9001, GDPR, FOIA), record retention policies, and document security protocols. Participants will gain practical experience using document management systems (DMS) and learn how to establish efficient document control workflows in any organization.

By the end of this course, you will:

Master document control fundamentals & compliance standards.
Learn how to implement document management systems (DMS).
Gain hands-on experience in document lifecycle management, version control, and audits.
Develop record retention policies & regulatory compliance strategies.
Get mentorship from industry professionals & networking opportunities.

Requirements:

Educational Background:

No formal degree is required, but a background in administration, IT, project management, quality management, or compliance is beneficial.

Technical Requirements:

A laptop with stable internet access.
Familiarity with Google Drive, SharePoint, ClickUp, or document collaboration tools.

Time Commitment:

4-6 hours per week (including live sessions, mentorship, and assignments).

Target Audience:

This course is ideal for:

Aspiring Document Control Professionals looking to enter the field.
Compliance & Quality Assurance Officers who manage regulated documentation.
Project Managers & Administrators handling technical and contractual documents.
Legal & Data Privacy Professionals who deal with sensitive records and compliance.
IT & Information Management Specialists supporting enterprise content management.

Overview & Gain:

Program Outline: [16 Weeks of Practical Based Training & Mentorship]

Practical Experience: Work on real-world document control tasks.

Regulatory Compliance Knowledge: Understand ISO 9001, GDPR, FOIA, and record retention policies.
Hands-On Use of DMS Tools: Learn SharePoint, Google Drive, ClickUp, and enterprise document control systems.
Document Lifecycle & Audit Preparation: Ensure document integrity & compliance.
Mentorship & Networking: Learn from experienced document controllers & compliance officers.

Week 0: Career Gap Analysis & Roadmap Planning

1-on-1 with a Specialist to understand your career needs.
Create a detailed 2-3 years career transitioning plan and how this program can kick start that short term and long term journey.

Week 1: Introduction to Document Control & Information Management

What is Document Control, and why is it critical in organizations?
Key industries & regulatory requirements (ISO 9001, GDPR, FOIA, etc.).
Understanding Document Controllers vs. Information Managers.
Hands-on Exercise: Identify document types & categories in an organization.
Mentorship Session: Career paths in Document Control & Information Management

Week 2: Document Lifecycle & Version Control

Understanding the document lifecycle (Creation, Review, Approval, Distribution, Storage, Archival, Destruction).
Importance of Version Control & Change Tracking.
Best practices in document naming conventions & metadata tagging.
Hands-on Exercise: Develop a Version Control Policy for a business.
Mentorship Session: Reviewing common document versioning mistakes

Week 3: Compliance & Regulatory Frameworks (ISO 9001, GDPR, FOIA, NDPR)

Overview of ISO 9001 & Document Control Requirements.
GDPR & data protection principles in document control.
Freedom of Information Act (FOIA) & public sector record-keeping.
Hands-on Exercise: Draft a Document Compliance Checklist.
Mentorship Session: Best practices in regulatory document management.

Week 4: Document Management Systems (DMS) & Digital Transformation

Overview of Document Management Systems (DMS) (SharePoint, Google Drive, ClickUp, etc.).
Implementing workflow automation in document control.
How to digitize and organize physical & digital records.
Hands-on Exercise: Set up a document folder structure in SharePoint.
Mentorship Session: Common challenges in DMS implementation.

Week 5: Security, Access Control & Data Protection

Understanding document access levels (Confidential, Internal, Public, Restricted).
Implementing role-based access controls (RBAC) for document security.
Encryption & document security measures in cloud storage.
Hands-on Exercise: Configure user permissions & access control in a DMS.
Mentorship Session: Best practices for preventing data leaks & breaches.

Week 6: Record Retention, Archiving & Disposal

Understanding Record Retention Schedules & Compliance.
How to implement document archival best practices.
Steps in secure document disposal & destruction.
Hands-on Exercise: Develop a Retention Policy for business records.
Mentorship Session: Reviewing record-keeping obligations across industries.

Week 7: Workflow & Process Automation in Document Control

Automating document approval & review processes.
Using workflow tools in SharePoint, ClickUp, and Google Drive.
Implementing document change request workflows.
Hands-on Exercise: Create an automated approval workflow.
Mentorship Session: Challenges in document workflow automation.

Week 8: Audit Preparation & Document Control Best Practices

How to prepare for a document control audit (ISO 9001, GDPR, FOIA).
Common audit findings & document compliance failures.
Preparing document logs & audit trails.
Hands-on Exercise: Conduct a mini internal document audit.
Mentorship Session: How to avoid non-compliance risks in audits.

Week 9: Project Documentation & Contract Management

Understanding project-based document control.
Managing project files, specifications, and contract agreements.
Documenting business processes & operational procedures.
Hands-on Exercise: Develop a Document Control Plan for a project.
Mentorship Session: Reviewing project documentation structures.

Week 10: Career Growth & Final Capstone Project

How to build a career in Document Control & Information Management.
Writing a document control-focused resume & LinkedIn profile.
Preparing for job interviews in document control & records management.
🔹 Final Capstone Project:
- Develop a comprehensive document control strategy for a company
- Present your project in a mentorship review session.
Graduation & Certification Awarded! 🎉

📌 Final Deliverables (What You’ll Have at the End)

A complete Document Control Policy & Procedure Handbook.
Practical experience with Document Management Systems (DMS).
Version Control, Retention Policy & Compliance Checklists.
Certification of Completion (Recognized by industry professionals).
Real-World Work Samples for Your Portfolio.

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